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Brighthouse Financial

376 hedge funds and large institutions have $2.06B invested in Brighthouse Financial in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 147 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.29% less ownership

Funds ownership: 84.99%82.71% (-2.3%)

7% less capital invested

Capital invested by funds: $2.22B → $2.06B (-$156M)

7% less funds holding

Funds holding: 405376 (-29)

33% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 69

52% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 147

64% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $43M

Holders
376
Holders Change
-29
Holders Change %
-7.16%
% of All Funds
7.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
70
Reduced
147
Closed
69
Calls
$15.5M
Puts
$43M
Net Calls
-$27.5M
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
251
Jacobi Capital Management
Pennsylvania
$5K +$552 +19 +11%
TPWA
252
TRUE Private Wealth Advisors
Oregon
$4K -$5.05K -174 -49%
BWL
253
Bogart Wealth LLC
Virginia
$4K
GWM
254
Geneos Wealth Management
Colorado
$4K
NC
255
NewSquare Capital
Pennsylvania
$4K
NSIM
256
North Star Investment Management
Illinois
$4K
OIA
257
Optimum Investment Advisors
Illinois
$4K
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$4K
UFG
259
United Fire Group
Iowa
$4K
LTI
260
Laffer Tengler Investments
Tennessee
$3.15K
CAM
261
ClariVest Asset Management
California
$3K -$264K -9,100 -99%
CFGS
262
Concourse Financial Group Securities
Alabama
$3K -$174 -6 -5%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$3K -$116 -4 -3%
AF
264
Allworth Financial
California
$3K
GAM
265
Gemmer Asset Management
California
$3K
IBOK
266
Independence Bank of Kentucky
Kentucky
$3K
TWA
267
TCI Wealth Advisors
Arizona
$3K +$2.82K +97 +606%
TFM
268
TFC Financial Management
Massachusetts
$3K +$2.82K +97 New
FHC
269
First Horizon Corporation
Tennessee
$3K +$3.95K +136 New
APA
270
American Portfolios Advisors
New York
$2.96K +$145 +5 +5%
KFS
271
Kelly Financial Services
Massachusetts
$2.15K
FHA
272
Flagship Harbor Advisors
Massachusetts
$2K -$4.36K -150 -66%
WEC
273
Winslow Evans & Crocker
Massachusetts
$2K -$1.05K -36 -32%
IA
274
IFP Advisors
Florida
$2K -$668 -23 -18%
BWA
275
BDO Wealth Advisors
Florida
$2K -$610 -21 -22%

BHF Hedge Fund Activity: Q3 2020 in Review

376 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2020, worth a combined $2.06B — down 7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of BHF and 46 opened new positions — a net loss of 23 holders — while 147 trimmed existing stakes and 70 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.5M. The largest seller was Miller Value Partners, cutting an estimated $14.5M.

  • 376 institutional investors held Brighthouse Financial (BHF) as of Q3 2020, down from 405 in Q2 2020.
  • Funds reported $2.06B of Brighthouse Financial stock for Q3 2020, down 7% quarter-over-quarter.
  • 46 funds opened new Brighthouse Financial positions in Q3 2020 and 69 closed out, a net change of -23 holders.
  • The largest Brighthouse Financial buyer in Q3 2020 was T. Rowe Price Associates, an estimated $13.5M added.
  • The largest Brighthouse Financial seller in Q3 2020 was Miller Value Partners, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2020.